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BBES
Buffalo Business & Estate Services Portfolio holdings
AUM
$793M
This Fund
S&P 500
This Quarter
Est. Return
+14.95%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$793M
AUM Growth
+$104M
(+15%)
Cap. Flow
-$751M
Cap. Flow
% of AUM
-94.72%
Top 10 Holdings %
Top 10 Hldgs %
69.63%
Holding
110
New
–
Increased
–
Reduced
–
Closed
87
Avg Time Held
0
quarters
Top 10 Avg Time Held
–
Top 20 Avg Time Held
–
Top Buys
No buys this quarter
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$135M |
| 2 |
NVIDIA
NVDA
|
+$107M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$70.6M |
| 4 |
Amazon
AMZN
|
+$45.3M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$43.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 48.96% |
| 2 | Technology | 24.65% |
| 3 | Communication Services | 5.78% |
| 4 | Consumer Discretionary | 5.26% |
| 5 | Industrials | 5.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Caterpillar
CAT
$368B
| – | – |
-759
| Closed | -$667K | – |
|
52
Netflix
NFLX
$293B
| – | – |
-241,837
| Closed | -$21.3M | – |
|
53
Tesla
TSLA
$1.51T
| – | – |
-1,761
| Closed | -$700K | – |
|
54
iShares Bitcoin Trust
IBIT
$65.9B
| – | – |
-19,713
| Closed | -$802K | – |
|
|
KEEL
55
Keel Infrastructure Corp
KEEL
$1.88B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
56
Vertiv
VRT
$93.5B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
57
Marvell Technology
MRVL
$247B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
58
Berkshire Hathaway Class B
BRK.B
$1.1T
| – | – |
-1,160
| Closed | -$558K | – |
|
|
WYFI
59
WhiteFiber Inc
WYFI
$610M
| – | – |
-50,519
| Closed | -$1.22M | – |
|
60
Monolithic Power Systems
MPWR
$68.1B
| – | – |
-455
| Closed | -$683K | – |
|
61
iShares New York Muni Bond ETF
NYF
$1.53B
| – | – |
-5,369
| Closed | -$287K | – |
|
62
SPDR Gold Trust
GLD
$142B
| – | – |
-1,046
| Closed | -$433K | – |
|
63
Astera Labs
ALAB
$59.4B
| – | – |
-2,667
| Closed | -$708K | – |
|
64
iShares Core S&P 500 ETF
IVV
$899B
| – | – |
-645
| Closed | -$470K | – |
|
65
Palantir
PLTR
$502B
| – | – |
-6,883
| Closed | -$939K | – |
|
|
KOID
66
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$331M
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
67
ExxonMobil
XOM
$695B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
68
GE Aerospace
GE
$320B
| – | – |
-1,140
| Closed | -$357K | – |
|
69
Amgen
AMGN
$224B
| – | – |
-15,053
| Closed | -$5.15M | – |
|
70
iShares Core S&P Small-Cap ETF
IJR
$104B
| – | – |
-2,833
| Closed | -$389K | – |
|
71
Rambus
RMBS
$11.7B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
72
FormFactor
FORM
$10.9B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
|
HIMX
73
Himax Technologies
HIMX
$2.32B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
74
iShares Silver Trust
SLV
$29.5B
| – | – |
-7,167
| Closed | -$475K | – |
|
75
Deere & Co
DE
$167B
| – | – |
-579
| Closed | -$335K | – |
|
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Buffalo Business & Estate Services's Q2 2026 Portfolio in Review
As of Q2 2026, Buffalo Business & Estate Services held 110 positions worth $793M, up 15% from $689M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
Buffalo Business & Estate Services withdrew a net $751M in Q2 2026, closing 87 positions. Its most notable exit was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $135M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 49% of assets, up from 47% a quarter earlier, followed by Technology and Communication Services.
- Buffalo Business & Estate Services fully exited Vanguard Intermediate-Term Corporate Bond ETF in Q2 2026, selling an estimated $135M.
- Buffalo Business & Estate Services's ten largest holdings make up 70% of its $793M portfolio in Q2 2026.
- Buffalo Business & Estate Services opened 0 new positions and closed 87 in Q2 2026.
- Buffalo Business & Estate Services's portfolio value rose 15% quarter-over-quarter to $793M.
Based on Buffalo Business & Estate Services's 13F filing for Q2 2026, filed 23 Jul 2026.